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authorstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
committerstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
commit3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch)
treea44932296ef4a9b71d5f010906253d8c53727726 /addons/sale_crm/wizard/crm_opportunity_to_quotation.py
parent0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff)
initial commit 2
Diffstat (limited to 'addons/sale_crm/wizard/crm_opportunity_to_quotation.py')
-rw-r--r--addons/sale_crm/wizard/crm_opportunity_to_quotation.py52
1 files changed, 52 insertions, 0 deletions
diff --git a/addons/sale_crm/wizard/crm_opportunity_to_quotation.py b/addons/sale_crm/wizard/crm_opportunity_to_quotation.py
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+++ b/addons/sale_crm/wizard/crm_opportunity_to_quotation.py
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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+
+class Opportunity2Quotation(models.TransientModel):
+ _name = 'crm.quotation.partner'
+ _description = 'Create new or use existing Customer on new Quotation'
+
+ @api.model
+ def default_get(self, fields):
+ result = super(Opportunity2Quotation, self).default_get(fields)
+
+ active_model = self._context.get('active_model')
+ if active_model != 'crm.lead':
+ raise UserError(_('You can only apply this action from a lead.'))
+
+ lead = False
+ if result.get('lead_id'):
+ lead = self.env['crm.lead'].browse(result['lead_id'])
+ elif 'lead_id' in fields and self._context.get('active_id'):
+ lead = self.env['crm.lead'].browse(self._context['active_id'])
+ if lead:
+ result['lead_id'] = lead.id
+ partner_id = result.get('partner_id') or lead._find_matching_partner().id
+ if 'action' in fields and not result.get('action'):
+ result['action'] = 'exist' if partner_id else 'create'
+ if 'partner_id' in fields and not result.get('partner_id'):
+ result['partner_id'] = partner_id
+
+ return result
+
+ action = fields.Selection([
+ ('create', 'Create a new customer'),
+ ('exist', 'Link to an existing customer'),
+ ('nothing', 'Do not link to a customer')
+ ], string='Quotation Customer', required=True)
+ lead_id = fields.Many2one('crm.lead', "Associated Lead", required=True)
+ partner_id = fields.Many2one('res.partner', 'Customer')
+
+ def action_apply(self):
+ """ Convert lead to opportunity or merge lead and opportunity and open
+ the freshly created opportunity view.
+ """
+ self.ensure_one()
+ if self.action == 'create':
+ self.lead_id.handle_partner_assignment(create_missing=True)
+ elif self.action == 'exist':
+ self.lead_id.handle_partner_assignment(force_partner_id=self.partner_id.id, create_missing=False)
+ return self.lead_id.action_new_quotation()